[{TableOfContents}] !!!Banking Information The Banking Information area defines the banking information required for the pay process for your organization and its employees. *Define Bank Locations [IPBL] *Define Bank Accounts [IPBA] ---- !!!Payroll Structure The Payroll Structure area defines the policies surrounding the payroll procedures within your company. *Payroll Information ([IPPR]) *Define Pay Calendars ([IPCL]) *List Pay Calendars ([RPCL]) *Define Pay Points ([IPPP]) *Pay Categories **Define U.S. Pay Categories ([IPPGU]) **List U.S. Pay Categories ([RPPGU]) **Define Canadian Pay Categories ([IPPGC]) **List Canadian Pay Categories ([RPPGC]) *Processing Frequencies ([IPPF]) *List Processing Frequencies ([RPPF]) *Pay Component Usages ([IPCU]) **List Pay Component Usages ([RPCU]) *Pay Components **Define Pay Components ([IPPC]) **List Pay Components ([RPPC]) *Maintain User Variables ([IMVR]) *Pay Elements **Define Pay Elements ([IPPE]) **List Pay Elements ([RPPE]) ---- !!!Government Requirements The Government Requirements area defines the government registrations and taxation policies for your company. *Government Registrations ([IDGV]) *U.S. Taxation *Canadian Taxation **Maintain Canadian Claim Codes ([IPCC]) **Maintain Canadian Tax Rates ([IPCT]) ---- !!!Employee Payroll Information The Employee Payroll Information area defines the employee’s taxation rules, payment method and maintains the employee’s recurring transactions. *U.S. Pay Rules (W4) ([IPRLU]) *Canadian Pay Rules (TD1/TP1015.3V) ([IPRLC]) *Payment Method ([IPPM]) ---- !!!Batches and Transactions The Batches And Transactions area maintains the payroll batches, employee transactions, and batch audit update. *Set Up *# A Pay Component with a pay component usage of ‘5’ (Advanced Recovered) must be set up in order to process Insufficient Earnings + Negative Deductions. This PC must be placed in the ‘Total Deductions’ element of IPPE. *# A Pay Component with a pay component usage of ‘4’ (Employee Advanced) must exist to handle situations where there are insufficient earnings to cover a deduction and the client wishes to ‘Advance’ funds to the employee rather than "Underdeduct". This Pay Component would contain the amount of the advance/shortage. This PC must be placed in the ‘Gross Pay’ element in IPPE. *#The code sequence on IMCS must be set up for Pay Run Number by entity. *# The code sequence on IMCS must be set up for Batch Number by entity. *# An ARREARS frequency must be set up on IPPF. *# Check numbers must be set up on IPPR. *Payroll Batches ([IPBE]) **List Batches ([RPBE]) **Cancel a Batch ([UPCBAT]) *Generate Pay Headers ([UPCPAY]) *Employee Pays([IPPH]) *Sundry Pay / Deductions ([IPSN]) *Print Sundry Transactions ([RPSN]) *Pre-Calc Exception Report ([RPEXCP]) *Audit Payroll Transactions ([UPAUDT]) ---- !!!Payroll Cycle The functions listed below are controls for the payroll calculation cycle. *Calculate Payroll ([UPCALC]) **Re-Calculate Pay Run ([UPAGAIN]) *Current Pay Register ([RPREGC]) *UnDo Pay Preparation ([UPUNPREP]) *Pull an Employee ([UPPULL]) *Undo a Pay Run ([UPUNDO]) *Close a Pay Run ([UPCLOZ]) ---- !!!Analyze Pay Information After a payrun has been created you may view payrun information to determine that stage/status of the payrun. *Pay Run Information ([IPVP]) *View Employee Pay Totals ([IPVT]) *Print Pay Profile ([RPPH]) *Pay Totals Register ([RPREGT]) *Period Pay Register ([RPREGP]) *Pay History Register ([RPREGH])